CCG Wealth Management’s Abbott ABT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,762
| Closed | -$413K | – | 64 |
|
|
2022
Q4 | $413K | Buy |
3,762
+163
| +5% | +$17.9K | 0.23% | 49 |
|
|
2022
Q3 | $348K | Buy |
3,599
+83
| +2% | +$8.03K | 0.21% | 51 |
|
|
2022
Q2 | $382K | Buy |
3,516
+638
| +22% | +$69.3K | 0.22% | 53 |
|
|
2022
Q1 | $341K | Buy |
2,878
+1,012
| +54% | +$120K | 0.17% | 72 |
|
|
2021
Q4 | $263K | Hold |
1,866
| – | – | 0.14% | 68 |
|
|
2021
Q3 | $220K | Hold |
1,866
| – | – | 0.13% | 93 |
|
|
2021
Q2 | $216K | Sell |
1,866
-128
| -6% | -$14.8K | 0.17% | 75 |
|
|
2021
Q1 | $239K | Sell |
1,994
-11
| -0.5% | -$1.32K | 0.24% | 54 |
|
|
2020
Q4 | $220K | Buy |
2,005
+131
| +7% | +$14.4K | 0.23% | 66 |
|
|
2020
Q3 | $204K | Sell |
1,874
-335
| -15% | -$36.5K | 0.19% | 54 |
|
|
2020
Q2 | $202K | Sell |
2,209
-2,033
| -48% | -$186K | 0.19% | 57 |
|
|
2020
Q1 | $335K | Buy |
4,242
+8
| +0.2% | +$632 | 0.32% | 36 |
|
|
2019
Q4 | $368K | Buy |
4,234
+7
| +0.2% | +$608 | 0.23% | 51 |
|
|
2019
Q3 | $354K | Buy |
+4,227
| New | +$354K | 0.24% | 53 |
|